Institutional Ownership John Hancock Hedged Equity & Income Fund (HEQ)
This table provides information about the institutional ownership of John Hancock Hedged Equity & Income Fund (HEQ). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $32 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
25,587
shares
|
$277,107
0.0% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
23,060
shares
|
$249,739
0.02% of portfolio
|
Q3 2025
Added 22.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,864
shares
|
$204,297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,698
shares
|
$202,499
0.0% of portfolio
|
Q2 2024
Added 9.1%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
18,400
shares
|
$199,272
0.02% of portfolio
|
Q1 2023
Added 11.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,000
shares
|
$194,940
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,549
shares
|
$179,225
0.0% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
15,869
shares
|
$171,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
15,673
shares
|
$169,738
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
10,713
shares
|
$116,021
0.0% of portfolio
|
Q3 2025
Reduced 52.58%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,189
shares
|
$45,366
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,409
shares
|
$15,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
340
shares
|
$3,682
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$1,083
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|